Patrick (@patbate) on getquin

3Wk·

The shares of $CVS (+3.2%) , $UNH (-0.83%) and other US companies in the healthcare sector drifted further downwards today.

The reason for this is the increasing speculation surrounding the plans of the orange-colored future head of state.

He plans to eliminate "the middleman". The middleman are dealers who help determine the final prices of drugs, but do not necessarily offer an add-on.

If the new administration really pushes this through, it will probably only be the beginning of a correction in the U.S. healthcare system.

What is your opinion on this?

https://www.bnnbloomberg.ca/business/2024/12/16/trump-middleman-remark-sinks-cvs-unitedhealth-cigna-shares/

www.bnnbloomberg.caHealth Insurers Fall as Pfizer CEO Says Trump Wants PBM Reform

10 Comments

Soprano@Soprano

3Wk

I take a relaxed view and look forward to favorable prices at $UNH where the drug business is not so important. (Does anyone happen to know off the top of their head in what order of magnitude?)

In addition to the general negative sentiment against United Health in particular, this is good news for the largest health insurer - after all, it is mainly the competition that is being cut off here. CVS Health is suffering the most here, which is also clearly reflected in the share price.

In the medium term, however, sentiment could deteriorate significantly, which is why I will only start buying shares again at $450. We have already seen this year that people are stupid and would in principle be prepared to sell me this quality share at very attractive conditions.

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Solitair@Solitair

3Wk

Basically sensible on the part of the future president, but of course stupid as a shareholder of UNH and CVS.

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